Lifespan Financial Strategies, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Thereafter the Adviser’s fees are based on an hourly rate of $150.”

Flat or project fee

$350

“Our fee is $350.00 for the initial appointment and consultation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lifespan Financial Strategies, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is negotiable depending upon the complexity and scope of the plan, Client's financial situation, and objectives.”
• “The fees are due and payable on completion of the contracted services.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Lifespan Financial Strategies, Inc.’s fees compare

• Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $350 is below the Florida median of $4,900. 1% of the 320 other Florida planners that publish a flat or project fee charge less.

About Lifespan Financial Strategies, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Clients

515

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$357,426,385

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

119800

Website

lifespanfinancialstrategies.com (opens in new tab)

Phone

(954) 385-7812

Can advise clients in 6 states: Florida, Georgia, North Carolina, New Hampshire, Tennessee, Texas

Other planners in Weston that publish fees

• RMP Financial, Inc.Weston$250/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

Compare all 944 planners in Florida